Vela Income Annual Yield vs. Net Asset
| VIOAX Fund | USD 9.82 0.03 0.30% |
For Vela Income profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Vela Income to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Vela Income Opportunities utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Vela Income's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Vela Income Opportunities over time as well as its relative position and ranking within its peers.
Vela |
Vela Income Opportunities Net Asset vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Vela Income's current stock value. Our valuation model uses many indicators to compare Vela Income value to that of its competitors to determine the firm's financial worth. Vela Income Opportunities is rated third in annual yield among similar funds. It is rated third in net asset among similar funds making up about 759,881,081 of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Vela Income's earnings, one of the primary drivers of an investment's value.Vela Net Asset vs. Annual Yield
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Vela Income |
| = | 0.04 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Vela Income |
| = | 28.12 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Vela Net Asset Comparison
Vela Income is presently regarded as number one fund in net asset among similar funds.
Vela Income Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Vela Income, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Vela Income will eventually generate negative long term returns. The profitability progress is the general direction of Vela Income's change in net profit over the period of time. It can combine multiple indicators of Vela Income, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund, under normal market conditions, invests at least 80 percent of its net assets in income producing securities. The fund may invest in common equities of large, mid and small capitalization companies , real estate investment trusts , preferred equity securities, convertible securities, and master limited partnerships . The fund will limit its investments in MLPs to less than 25 percent of net assets.
Vela Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Vela Income. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Vela Income position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Vela Income's important profitability drivers and their relationship over time.
Use Vela Income in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Vela Income position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Vela Income will appreciate offsetting losses from the drop in the long position's value.Vela Income Pair Trading
Vela Income Opportunities Pair Trading Analysis
The ability to find closely correlated positions to Vela Income could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Vela Income when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Vela Income - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Vela Income Opportunities to buy it.
The correlation of Vela Income is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Vela Income moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Vela Income Opportunities moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Vela Income can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Vela Income position
In addition to having Vela Income in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Video Games Thematic Idea Now
Video Games
Companies that are involved in the building and marketing of video games or gaming software. The Video Games theme has 24 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Video Games Theme or any other thematic opportunities.
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Other Information on Investing in Vela Mutual Fund
To fully project Vela Income's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Vela Income Opportunities at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Vela Income's income statement, its balance sheet, and the statement of cash flows.
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